Compass Wealth Management’s Dropbox DBX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
|
|||||
|
2025
Q1 | $186K | Sell |
|
|||||
|
2024
Q4 | $421K | Sell |
|
|||||
|
2024
Q3 | $2.05M | Sell |
|
|||||
|
2024
Q2 | $3.7M | Sell |
|
|||||
|
2024
Q1 | $4.76M | Buy |
|
|||||
|
2023
Q4 | $5.74M | Buy |
|
|||||
|
2023
Q3 | $5.11M | Sell |
|
|||||
|
2023
Q2 | $5.16M | Buy |
|
|||||
|
2023
Q1 | $4.13M | Buy |
|
|||||
|
2022
Q4 | $4.12M | Buy |
|